Author Archives: David Kindy

About David Kindy

David has been a keen and active investor in his overall financial health since high school and a client of Investors Group for the past 10 years. As a result of a down turn in the water treatment industry, David decided to take a new path in his career from being a global project manager and became a licensed financial professional with Investors Group. Investors Group, a top performing financial services company, blending with his high moral value made for an easy career transition. This allows David to help individuals with their own financial health and help protect families from life’s uncertainties. David also donates time and money to many philanthropic activities supporting many non-profit and charitable organizations. As a foster parent for the Lion’s Foundation of Canada Dog Guides, David and his wife have raised 8 dogs for the program. He sits on the Orillia Rowing Club board helping to steer the club to a prosperous future. David has also served on the Recreational Advisor Committee for the City of Orillia for the past 3 years. Recently, David has become involved with COPE Service Dogs, a charity out of Barrie that helps youth at risk with their Canines in the Classroom program which, ultimately leads to trained mobility assistance dogs. Regardless of age or income, David enjoys working with clients to reach their goals for a financial secure future utilizing the 6 pillars of financial planning: Cash Management, Education Planning, Investment Planning, Tax Planning, Retirement Planning and Estate Planning.

“Dear Leader” shakes markets out of summer doldrums

With second quarter earnings season winding down and little in the way of major new economic data, attention this week focused squarely on increasing tensions between North Korea and the United States. After the United Nations imposed its toughest sanctions … Continue reading

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Federal Department of Finance proposes tax measures affecting tax planning using private corporations

On July 18, 2017, Finance Minister Bill Morneau released draft legislation and other proposals, currently put forward for consultation, outlining changes with respect to tax planning using private corporations. The purpose of the proposed legislation is to close perceived loopholes … Continue reading

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Soaring Loonie dampens S&P/TSX gains

For the first time in two years, the Canadian dollar climbed this week to above 80 cents U.S – powered by a strong economy, rising interest rates, and a weak U.S. currency. The Loonie’s strength weighed on Canadian stocks, pressing … Continue reading

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Passing on the Family Cottage

By Investors Group / November 2016 If you wish to leave your cottage to your children, plan ahead to get everyone on board and avoid misunderstandings. Discussing present and future plans for the family cottage is crucial as family members … Continue reading

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The New Face of Fixed Income

BY INVESTORS GROUP / JUNE 2017 For the last 30 years bonds have helped boost portfolios. With fixed income prices now falling, it’s time to rethink how these assets fit in a portfolio. You might remember the 80s for its funny … Continue reading

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